Accounting and Tax Supervisor
Franklin Templeton Investments - Poznań, wielkopolskie
Franklin Templeton Investments remains a leading global investment management organization for more than 60 years thanks to our greatest assets - our employees. With over 8,000 employees working in 30 countries around the world to service over 240 financial products, we offer an exceptional range of diverse career options. Our corporate values reflect the best of our employees. We believe in putting clients first, building relationships, achieving quality results, and working with integrity. We strive to bring a balance of work and life to our employees.

We are currently looking for a qualified Accounting and Tax Supervisor candidate to join our team.

The Accounting and Tax Supervisor coordinates all accounting and tax activities that are in scope of Global Financial Operations Shared Service. Responsibilities include particularly supervision of timely and correct accounting and tax work, preparing analyses and reports required by stakeholders and ensuring that delivered results meet the expected service level agreements. The position involves supervising the day-to-day activities of a team and provision of process improvements.
Job responsibilities include:
Coordination of subject accounting processes
  • Coordinate activities encompassing:
    • Quality accounting entry of source documents on time
    • Tax assessment of tax position of all FT parties involved in subject transaction (including intercompany transactions),
    • Fund allocation based on funds’ budget allocation methodology,
    • Recharge to funds via PeopleSoft AR and Billing modules,
    • Reimbursement from fund custodian banks,
    • Accounts’ analyses and reconciliation (including intercompany transactions’ analyses),
    • Payment processing and posting
    • vendor master data support
    • Month end closing, year-end closing as per deadlines
    • Accounts’ analyses and reconciliation (including intercompany transactions’ analyses),
    • Provide reporting for accounting, tax or budget purposes to customers and interested parties
    • Analyze performance reports and propose corrective actions
    • Propose AP processes and policies improvement and standardization actions
    • Participate in departmental projects and initiatives
    • Maintain good relationships with business partners
  • Lead business partner support meetings. Capture and document issues, analyze root causes and facilitate solutions or escalate as appropriate.
  • Ensure operations are processed in a timely manner according to the agreed upon schedules. Coordinate process timing for accounting entries, allocations, post allocation review, billing interface processes, reconciliations and reporting.
  • Ensure allocation models are accurately maintained through a formal update and validation process with Global Financial Accounting and Reporting (GFAR).
  • Ensure proper detailed review of the transactions have been performed for accuracy of accounting entries and allocations.
  • Monitor balances and aging in pending allocation accounts to ensure timely processing of transactions and facilitate resolution of aging items.
  • Coordinate month/quarter/year end activities to ensure completion of close activities to support Corporate Accounting, Corporate/Fund Tax processes and GFAR reporting requirements.
  • Act as subject matter expert on AP operations related activities for Global Financial Operations as well as external departments and stakeholders.

Supervision of team:
  • Supervise daily activities of the staff including monitoring time and attendance, workload balancing, quality review and invoice aging prioritization.
  • Ensure appropriate staffing, efficient workflow, consistency, and timely and accurate processing of work. Review and analyze productivity and quality on a continual basis.
  • Utilize system and metric reports to monitor status of invoices in the system, manage overdue transactions and monitor work load of associates.
  • Supervise team interactions with business partners to ensure they are handled professionally, timely, and in line with department policies and procedures.
  • Ensure that all department’s required controls, policies and procedures are followed and understood and validates through sampling.
  • Review, revise, implement, and communicate policy and procedure updates to ensure continued efficiency, quality, consistency, and accuracy.
  • Maintain and review Monthly Operating Calendar activities.
  • Supervise employee performance including employee development, coaching, counseling, and training. Participate in the preparation of individual performance plans and provide regular performance feedback. Address disciplinary issues to the manager as they arise.
Qualifications
Ideal candidate has:
  • 3-5 years accounting experience in an international company.
  • Experience in preparation of reconciliations, analyses and reports for accounting and tax purposes designed on the request of the customer.
  • Ideal candidates will be with experience on positions like accounting supervisor and similar. Also candidates working on senior accounting positions with strong potential and interest to supervise teams and processes shall be considered.
  • Experience in “Big Four” companies (KPMG, E&Y, Deloitte, PWC) would be an advantage.
  • Accounts Payable Experience in addition would be an advantage.
  • Supervisory experience would be a strong advantage.
  • Accounting certifications (CPA, ACCA, CIMA, etc.) or Polish accounting/tax advisor certifications or other similar strongly preferable.
  • Excellent knowledge of accounting.
  • Solid knowledge of VAT (worldwide).
  • Excellent analytical skills (reconciliations, reporting, financial analyses).
  • Strong verbal and written communication skills including presentation skills.
  • Ability to establish and maintain cooperative working relationships with persons contacted in the course of performing assigned duties with all levels of the organization and across various cultures.
  • Strong customer service, interpersonal and organizational skills.
  • Strong knowledge of business desktop applications (i.e.: Microsoft Word, Excel, PowerPoint, Access & Project, Windows, Visio, etc.).
  • Ability to coordinate and lead virtual and cross functional meetings.
  • Ability to operate effectively in a deadline-sensitive and customer-service oriented environment.
  • Ability to exercise independent judgment consistent with department guidelines
  • Makes decisions by weighing several factors, some of which are partially defined. Involves the right people in the decision making process.
  • Identifies issues, problems or opportunities and determines whether action is needed
  • Provides technical guidance to other department personnel.
  • Oversight of area of responsibility.
  • Supervises staff.
  • Uphold corporate and department policies and procedures.
  • Acts as subject matter expert across multiple departments.
  • Acts as lead to lower level staff.
  • Ability to help others adapt to change.
  • Ability to lead change strategies and hold staff accountable for action.
Franklin Templeton Investments is an equal opportunity employer and invites you to visit us at www.franklintempleton.com to learn more about our company and our career opportunities.

Please apply online through our website at www.franklintempletoncareers.com and attach your CV and Cover Letter.

Job Function : Administration

Primary Location : Poland-Wielkopolskie-Poznan

Schedule : Full-time

Job Posting Date : Feb 16, 2016, 1:16:31 AM

O firmie
Franklin Resources believes a penny saved is a penny lost -- if it's not wisely invested. Operating as Franklin Templeton Investments, the...